Godrej Agrovet & Astec Lifesciences FY21 Annual Report Takeaways 🌳

'Improving the productivity of farmers by innovating products and services that sustainably increase crop & livestock yields'

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We have completed Takeaways from 20 annual reports, The Latest 10 👇

Nestle 🇮🇳
Reliance
HDFC Bank
Asian Paints
HDFC Ltd
Tata Consumer
Havells
Kansai Nerolac
Syngene
HDFC AMC

Let us know whose AR insights do you want to read next, in the

This is part of our 'One Annual Report, A day' initiative to educate fellow investors & will be further updated as we write more & more threads.

Targetting 100+ 🌋

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If you wondering from where to get the latest Annual Reports.

@screener_in to the rescue

Laurus Labs FY21 Annual Report Takeaways 🔬

'Capex plans are already under way to increase capacity by 1.8x by 2022'

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1/ About the company:

Leadership position in generic APIs with a major focus on Antiretroviral drugs, Hepatitis C & Oncology drugs

FDF: Moved up the value chain in formulations

Synthesis (CDMO): KSMs, Intermediates & APIs to pharma innovators.

Bio: Recombinant products

2/ Strengths of the business:

Robust R&D & Process chemistry skills
Compliance that meets the most stringent regulatory expectations (USFDA, etc)
Long-standing relationships | Top 10 global pharma cos. catered

750+ scientists (R&D) | 61 DMFs | 27 ANDAs | 150 patents (292 filed)

3/ APIs: 54% of rev

- Leaders in various high-value & high-volume APIs.
- 4 high potent manufacturing facilities: 4186 KL, increasing capacity by 24% (Strong demand)
- ARV APIs were up 70% | Onco APIs up 25% | Other APIs up 56% (higher contract manufacturing orders from 🇪🇺)

4/ Formulations: 35% of rev

- Backwardly integrated: in house APIs
- Sales to LMIC, 🇺🇸 & 🇪🇺
- 27 ANDA filled: 9 approved+ 8 tentative.
- Capacity of 5 Billion units/yr, Increasing capacity by 100%
- Sales up 102% (growth across markets)
- Launched TLE 400 in the LMIC market

2021 is coming to an end.

Here's a list of 45 threads we wrote this year discussing multiple companies & Industries 👇

Do let us know of the topics you want the thread to be written on next

HDFC AMC FY21 Annual Report Takeaways

'We are the fiduciary to our customers – their interests clearly supersede'

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1/ What has helped HDFC AMC to grow this large?

The Trust associated with the HDFC brand.

A one-stop shop for individuals, families, corporates, and institutions when it comes to their investments.

The most profitable Mutual Fund.

2/ Promoters continue to own 73.9% in the company:

52.7% by HDFC Ltd & 21.2% by Standard Life investments.

3/ Numbers that matter

Rev up 3%
76% EBITDA margin
Pat up 5%
AUM up 24% to 3.95 Cr (43% Equity, 39% Debt, 16% Liquid) | PMS & big accounts at 9.7K Cr
53 lakh investors
1254 employees
Digital transactions: 82% of total
13.7% market share in MAAUM & 12.6% in total AUM

4/ Product Portfolio

In Equity, will increase the diversity in their investment style & approach: have faced the brunt of underperformance in the past | 24 schemes

Debt schemes were able to tide through the tough phase of defaults by a large NBFC & HFC, COVID-19 | 68 schemes

Which are the 3 Indian Technology cos that you would buy if they listed tomorrow?

I would pick Nykaa, RazorPay and Policybazaar.

I feel these 3 can grow irrespective of GDP performance for next 10 years.

6 Cheapest Stocks in Nifty Smallcap 100:

1. Trident - Rs 16
2. Alok Industries - Rs 20
3. Ujjivan Bank - Rs 30
4. RVNL - Rs 30
5. TV18 - Rs 42
6. Vakrangee - Rs 44

Which is the cheapest stock in your portfolio?

✈️🚀

What is that 1 company that you see awesome growth for atleast next 5 years?

Comment below...

#investing

3 sectors (kind of recession proof) come to mind as potential multi baggers next 5-7 yrs. Low sector mkt cap/total listed cap & obvious low GVA to total GVA of listed cos -

1. Healthcare (hospitals/diagnostics etc)
2. Liquour/Alchohol
3. Real estate

Even global comps are stark

These have reasonable strong entry barriers also. It's not easy cresting liquor brands, reputed real estate companies and similarly top quality hospitals and diagnostic networks.

I must add another one that has huge upside here in India with entry barriers and brand creation barriers - Media/Entertainment..

Name 3 high conviction stocks guys which you feel would grow it's profits at 15-18% Cagr for next 5 years.

Me:

1.Laurus lab
2..Shivalik rasayan
3..TCI express